It would be helpfull to have a topic field on the SSO. There can be more SSO's on one Customer, and also on the same product. In this cases the topic field would help to identify the SSO you are looking for in the overview list.
This allows you to link contacts to one another specifying relation
This ability makes it possible for you to organize your contacts into groups, companies, position or any other customized option you create
Contact informtion can be exported to Microsoft Office in the form of letterheads so you can write letters quickly and professionally.
In iGlobe CRM you can store vendors and vendor information under Contacts. But several fields in the contact form are aligned towards customers.
It would be a nice feature if the specific Customer fields would change to specific vendor fields when choosing RelationType = Vendor.
Would be nice to have the possibility to attache Company specific documents (not Contact Specific) direct to the Company.
A linkedIn integration similar to Outlook 2013
integration mellem iGlobe og e-conomic - online regnskabsprogram
A mail integration from Outlook, and OWA
When creating Custom Flag entry it could be nice if you have the possibility of creating your own values.
If you have uploaded files to iGlobe with Outlook app the eml files do not open when you click on it. You have to save the eml file first to open the mail. To many clicks I think. What do others think about this?
When migrating form old CRM system to iGlobe some would like their history on notes. When you create a new note and even if you choose a date before the creation date on the note it still appear with creation date. How to import history notes with correct dates.
Today you have to save note first and then create Custom Flag entry. If we could set Custom Flag when creating note we could spare time for the user.
In the administratiuon we should have an option of setting default values on Company, Contacts SSO. Fx for Denmark Country field should be "Denmark"
Fx for e-conomic integration. I t would be great if we rom a Company in iGlobe CRM could
1. se a list of invoices
2. direct access to ecomonic budget
3. direct access to e-conomic salestatistic
4. Create an invoice from iGlobe CRM
5. Create a Company from iGlobe in e-conomic